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Understanding The New Consumer Journey To Design Your Touch Points & Create A Consistent Experience Across All Channels This session will cover: Requirements for companies meeting the needs of consumers in all channels Using the right data to determine how customers are interacting across mobile, social, display, email and the web to drive incremental sales Feeding this knowledge back into systems, processes, programs, policies, initiatives and procedures to strengthen your focus on the customer experience Getting to grips with the way customers will interact with financial services in 2014 and what you can do to prepare for this moving forward Four screen: How are Financial Institutions creating a great experience across mobile, tablet, TV and online? Key knowledge Partner: Creative Virtual

Whether you know it or not, the battle to remain top of mind and be the primary financial institution for account holders is (and will continue to be) the biggest challenge you face as a banker. Consumer trends, banking revenue models, the competitive landscape, and the rise of digital have fundamentally changed the game. With all disruption, things build up slowly without you really noticing and then bam, a catastrophic change happens. Click the image on the left to read more!

You probably attend a fair number of conferences a year. Having something to take back to the office that recaps the event for you is just plain helpful. So we've created an Event Highlights Report that we hope gives you the basic information about who attended the event, what attendees were saying onsite, and some of the things we do to help make it a successful event. If you've never attended NetFinance, download this report to get a sense of what you're missing out on! Just click on the image to the left and you'll be directed to fill out a short form. Thanks for your patience!

The content below is just a glimpse of what the NetFinance 2013 agenda looked like, which focused on the following:  Mobile & Tablet Digital Wallets & Mobile Payments Multi-Channel Strategy & Technology Big Data & Analytics Social Media

As a business leader, you help pilot your organization. You have data that, like the instruments in a pilot’s cockpit, help you measure exactly how high, how fast, and in what direction your organization is flying. But if you don’t have access to all the information you need, you’ll find yourself flying blind to the opportunities and threats that constantly surround you. Business leaders who find themselves in this situation often lose their way—and risk taking their companies down with them.

As consumers have gone digital, the way they interact with their banks has fundamentally changed. Moving into 2015 and beyond, financial institutions should be dedicated to enhancing the user experience by investing in online applications. This report covers:  - Monetizing the omnichannel user experience  - Future-proofing the design of online applications  - Creating more targeted and effective marketing messages Click the image to the left to download the report now!

It's proven. A Key component to deepening the customer relationship, improving satisfaction and driving loyalty, is an engaged customer. According to a recent Gallup poll, banking customers who are highly engaged used more products from their bank - everything from current and savings accounts to mortgages and car loans. And they typically carry higher balances. Click image to the left to download the whitepaper today!

The Financial Services Sector (FSS) has seen transformational changes and undergone a period of massive overhaul following the financial crisis that rattled this market six years ago. The turmoil created a major setback as financial institutions had to make some significant changes in order to re-establish trust and re-evaluate long-term profitability, while stabilizing the resources spent on protecting customers. They have to be very high on capital and liquidity, but are limited in their ability to maximize their sources of revenue. Most importantly, financial services have had to start from the ground up in finding sustainable ways of re-establishing customer trust while building new relationships and restoring old ones.

Why Attend NetFinance? High Value: 3 Days, 50 sessions, 80 Financial Services Speakers, 200 actionable takeaways Most Senior Conference In The Industry: 85% of speakers are at a VP level or above. Hear from the people making real decisions Highest Ratio Of FI’s To Vendors In The Industry: Meet and network with your peers by having at least 2 Financial Services executives to each solution provider The Most In-Depth Content: Addressed by the leading pioneers in the industry due to 9 months of research, organization & planning Ability To Set Up One To One Meetings With Speakers: Have your most pressing questions answered Wide Range Of FI’s Speaking & Represented On Each Panel: Enhanced diversity and learning from multiple institutions Private Roundtable Discussions For Each Industry: Tailored conversations specifically for your type of organizations without being pitche

In December of 2013, Worldwide Business Research presented a benchmarking questionnaire to a national audience of customer experience professionals. The goal of the survey was to shed light on current trends in customer experience culture, strategy and reporting. More specifically, the survey is intended to provide you with a better understanding of how your organization stacks up with respect to official job titles, length of time spent in customer experience roles, level of investment into customer experience departments, challenges customer experience professionals face, ability to get  funding for customer experience initiatives, KPI’s and more.

The goal of the NetFinance Marketing Automation Trends survey was to understand where financial marketing executives stand on some of the banking industry’s biggest issues. Results of this study, revealed in the report, determine trends and pinpoint challenges to online marketing programs, as well as areas in need of further development and investigation. Respondents represented companies like BlackRock, Wells Fargo, AllState, Bank of America, Moven and more. Executives across the industry shared valuable insight into their marketing efforts to create an effective benchmark for the industry. The NetFinance Marketing Automation Report answers questions about: Marketing management across B2B and B2C companies Data segmentation Consolidating vendors and much more!

The amount of data that brands have access to is awe-inspiring. Consumers share their intentions through search, location through mobile, and emotional state through social. With such a vast amount of information available, marketers now have the opportunity to engage and delight their customers in a more meaningful and relevant way. Doing it well is the Omni-channel marketing challenge, and how your brand reacts to it is the key to succeeding in today’s digital landscape.

An e-signature platform deployed in multiple channels across the enterprise can advance customer engagement while vastly improving operational efficiencies. For enterprises of all types, signature requirements are an important part of the initial, information intensive customer interactions, i.e., the place where customer loyalty is won or lost. In the past, these companies have relied on paper-based processes, which require either in-person signatures, postal and shipping services, or fax and email to validate documents. Even transactions that are initiated online often require paper-based signatures to finalize transactions.

Today’s financial environment places unnecessary pressure on banks to choose between growing revenue and maintaining customer relationships. On the one hand, banks must invest significant money and effort in acquiring new customers. This often creates pressure for banks to increase fees and cut services. On the other hand, banks benefit greatly from focusing on building relationships with both new and existing customers. According Lee Resource Inc.: “attracting new customers will cost your company [five] times more than keeping an existing customer.” i In order for banks to make a return on their investment in obtaining new customers, they must 1) recuperate the acquisition costs for new customers, 2) recuperate these costs quickly, and 3) retain these customers long enough to make additional money.

The team behind Worldwide Business Research’s NetFinance conference, with help from 16 top industry experts and Digital Management, Inc. (DMI), participated in a closed board room discussion at NetFinance 2013 to consider the future of financial services in a mobile world. They focused on four key areas: Building a Winning Mobile Strategy: It’s clear to all participants that mobile technologies are revolutionizing financial services. New Revenue Generation Models: As more traditional profit centers fight to break even, due to high branch costs and increased competition, many are eager to tap mobile for new revenue streams. Building Customer Loyalty Through Mobile: Mobile offers new opportunities to build customer intimacy and loyalty. A Coordinated Omni-Channel Approach: Creating a consistent user experience across channels while having content specific for each channel is recognized as vital to mobile success.

Audience expansion as a marketing technique is nothing new. Marketers have been profiling their customer base and building buyer personas for decades with the intention of discovering the common behaviors or characteristics of their best customers in order to find more of them.

Efma promotes innovation in retail finance by fostering debate and discussion among peers supported by a robust array of information services and numerous opportunities for direct encounters. Efma was formed in 1971 by bankers and insurers to encourage their colleagues to share experiences, promote the best practices of their institution, and collaborate through alliances and partnerships. Through regular events, publications, and its comprehensive website, the association provides members with answers to their questions about developing financial products, successfully selling them, rebuilding the distribution network, managing customer relationships, and improving performance and profitability. Quite simply, there is nowhere else for such peer-to-peer exchanges and interactions in a setting removed from the pressures of commercial competition.

Digital consumers use two or more channels to interact with their banks. While mobile and online banking are growing at the same rate, these online customer experiences also drive offline sales more than any other factor. This rapid growth of new ways for customers to engage with banks, combined with customers’ increasing expectations of excellence across digital channels, has spurred a focus on improvements to the digital banking experience.

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Customer Centric Banking